Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,355 | $77,574+8.7% | $108,753-22.4% | $86,983-3.0% |
| Participation rate | 53.5% | 62.3%-8.8pp | 71.1%-17.6pp | 69.5%-16.1pp |
| Annual return | 12.65% | 18.42%-5.8pp | 37.47%-24.8pp | 25.83%-13.2pp |
| Employer contribution / active EE | $941 | $1,611-41.6% | $2,427-61.2% | $2,584-63.6% |
| Participant deferral / active EE | $5,899 | $3,128+88.6% | $4,115+43.4% | $4,194+40.7% |
| Admin fee / account holder | $4,540 | $6,529-30.5% | $10,320-56.0% | $7,856-42.2% |